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Benefits of Membership

Great Lakes Chapter

(Includes the states of Illinois & Wisconsin)

Chapter Officers   ·   Committee Chairs   ·   Meeting Dates/Info
Past Chapter Meeting Minutes   ·   Financial Report   ·   Chapter Guidelines   ·   Photo Gallery

Welcome to the Great Lakes Chapter Webpage

This area is your resource for information about past, current and future meetings, events and news. Please visit often as the information will be updated frequently.

Many of the documents available for download are in Adobe Acrobat PDF. You will need the Adobe Acrobat Reader software to view, save and print the documents. Visit www.adobe.com for download instructions, available at no charge.

Members: Email and additional contact information for individuals listed below is available in the Online Membership Directory.


Chapter Officers

Bill Boyce

Wolters Kluwer Financial Services
Account Executive
3329 Stillwell Ct Woodridge, IL 60517-1412
(888) 542-8886

Brad Whatley

Vice President
Brad Whatley
The Jacobson Group
Senior Vice President
D: +1 (312) 884-0465


Carolyn Heindl

Carolyn Heindl
BCS Financial Corporation
2 Mid America Plaza, 200
Oakbrook Terrace, IL 60181
Office: 630.472.7714

Paul Doetsch

Florence Marafatsos, HIA, MHP, PAHM, ALHC
Fortress Insurance Company
Regulatory Manager
425 N. Martingale Road, Suite 900
Schaumburg, IL 60173-2406
Phone: 847-653-8466


Michael Hartman

Regional Director
Dearborn National Life Insurance Company
701 E. 22nd Street, Suite 300
Lombard, IL 60148
(630) 458-5745

Sonja A. Rodebaugh

Past President
Sonja A. Rodebaugh
Martin & Company
Dixon, IL 61021
Phone: 815-284-6333


Committee Chairs

Planning Committee

Bill Boyce

Nominating Committee

Jim Morgan

Membership Committee


Chapter Webmaster:

Kent Davies


Great Lakes Chapter Meeting

Please join us on Monday, December 16, 2019 for one final Great Lakes Chapter event for 2019, a complimentary networking lunch. The meeting will be held at BCS Insurance in Oakbrook Terrace, IL (across the street from Oakbrook Shopping Center and in the same building as Ditka’s restaurant). You will need to enter BCS on the second floor to sign-in. The meeting and lunch will run from 11:30 am to 2:00 pm.

There are two levels of free underground parking on the premises. The dress code is casual (yes, jeans are fine). The food is FREE!

Topics to be discussed:

We look forward to seeing you for a fun and informative luncheon. And remember, for those looking for last minute gifts, BCS is directly across from the Oakbrook Shopping Center.

Please “Google” directions as there are individuals coming from different areas. (2 Mid-America Plaza, Ste. 200, Oakbrook Terrace, IL 60181; 630-472-7700)

We ask that you please respond by Wednesday, December 11. And again, we truly apologize for the lateness of this invitation.

Any questions? Contact Carolyn Heindl (cheindl@bcsf.com) or Brad Whatley (bwhatley@jacobsononline.com).

Register online


Chapter Handbook

Speaker Policy


Financial Report


Chapter Guidelines

Click here to view the Chapter Guidelines (.pdf format)


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